Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Davidson is a financial professional with over 9 years of experience in the financial industry. Kate is currently registered with Principal Asset Management. Prior to that, Kate was employed at FS Investment Solutions, LLC and Resource Securities LLC. Kate is registered to offer investment advice in Texas and Oklahoma. Kate holds the following securities licenses: Series 7, Series 63, Series 66 and SIE. Kate is also a supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors and its affiliates.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
TX
09/14/2022 - Present
Principal Asset Management (Austin TX)
PA
11/30/2017 - 11/19/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
PA
05/29/2013 - 09/20/2017
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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